Square One Wealth Management
Quality advice in plain English at a fair price
Square One Wealth Management LLP is a boutique practice providing financial planning services to high net worth individuals and trusts typically with over £500,000 in investable assets, situated anywhere in the United Kingdom. We also assist highly profitable SMEs with their corporate financial planning. For clients in later life we can also offer advice on Inheritance Tax, long term care and equity release.
Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.
We like to work in a relaxed and informal way to put our clients at ease.
We are a member of the Quilter Financial Planning network; the Quilter name can be traced back to 1869.
Our FCA number is 920347 and you can check this here.
Download a guide to our services here.